Featured Article WealthManagement.com The Advantages of Gifting Non-Cash Assets
In this article, Randy Fox discusses why clients don’t need to be billionaires to realize the benefits of giving assets such as S...
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Randy A Fox, CFP®, AEP®
- Mar 8, 2023
Featured Article WealthManagement.com: Goodwill Hunting When Selling a Business
Isolating "personal" goodwill can be highly advantageous for sellers. Because financial conditions are tightening, you may have clients...
Randy A Fox, CFP®, AEP®
- Jan 20, 2023
Interview with Michael King on S-Corp Stock Gifts
FRIENDS DON’T LET FRIENDS GIVE CASH Should your business owner clients give their company stock to charity? In September 2022, that’s...
Randy A Fox, CFP®, AEP®
- Nov 17, 2022
Featured Article WealthManagement.com: Stretching Your Clients' Charitable Dollars
Tools to use when portfolios have taken a hit. With a potential recession looming and portfolios down substantially, many nonprofits (and...
Randy A Fox, CFP®, AEP®
- Oct 11, 2022
Rethinking Philanthropic Priorities During Downturns
Should high-net-worth donors rethink their charitable priorities when a recession looms? Should they reconsider where their dollars will...
Randy A Fox, CFP®, AEP®
- Sep 21, 2022
Featured Article WealthManagement.com: Discussing Philanthropy With Clients During Difficult Times
As charitable giving is on the decline, due to the state of the economy, Randy Fox offers ideas on how to continue to have these...
Randy A Fox, CFP®, AEP®
- Aug 15, 2022
How Rising Rates Impact Charitable Giving DecisionsThroughout 2022 to-date, the Federal Reserve has
Throughout 2022 to-date, the Federal Reserve has raised interest rates in its effort to tame inflation and they’re not done yet.
Randy A Fox, CFP®, AEP®
- Jun 21, 2022
Featured Article on WealthManagement.com: Let's Get Real About Charitable Intentions
It's all about reducing taxes and taking care of family. Tax breaks aren't always what motivates HNWs (High-net-worth individuals). Find...
Randy A Fox, CFP®, AEP®
- Jun 21, 2022
$10 billion for Charity: Mid-Year Review
In early 2021, amidst the uncertainties of COVID-19, I took on a major public challenge: to raise $10 billion for charity. I provided a...
Randy A Fox, CFP®, AEP®
- Apr 22, 2022
What Baby Boomer Business Exits Mean for Wealth Management.
For many financial advisors, business transfers have created most their clients’ investable assets. Aging, Pandemic fatigue, fear of a...
Randy A Fox, CFP®, AEP®
- Mar 14, 2022
Featured Article on WealthManagement.com: In Defense of Elon Musk's Donor-Advised Fund
Does it really matter that a billionaire hasn’t disclosed the recipient of history’s second-largest charitable gift? We recently learned...
Randy A Fox, CFP®, AEP®
- Dec 30, 2021
$10 Billion Update 2021
It was a little more than a year ago, in the deep throes of the pandemic isolation, listening to the Dan Sullivan and Joe Polish podcast...
Randy A Fox, CFP®, AEP®
- Aug 12, 2021
Hear Randy Fox of Two Hawks Consulting on the Confident Retirement podcast with Kris Flamang
Hear Randy Fox on the Confident Retirement podcast with Kris Flamang. Topic: A Wealth Strategist with BIG Charitable Life Goals
Randy A Fox, CFP®, AEP®
- Jun 24, 2021
Featured Article on WealthManagement.com: Three Key Traits of High-Performance Teams
How to expand your referral network within high-net-worth families and why you don’t want to go it alone when it comes to complex client...
Randy A Fox, CFP®, AEP®
- Jun 3, 2021
Featured Article on WealthManagement.com: The Business of High-Net-Worth Collaboration
A willingness to communicate and work with other professionals is a talent that can be monetized Randy Fox talks to WeallthManagement.com...
Randy A Fox, CFP®, AEP®
- Jun 3, 2021
Featured Article on LegalZoom.com: Estate Plans and Intellectual Property: What to Consider
Randy Fox is quoted on LegalZoom.com in an article that explores the things that you may want to consider in relation to planning your...
Randy A Fox, CFP®, AEP®
- Jan 31, 2021
Just Give Me Money, Honey: The Cashing Out of Musicians and Their Catalogues
Learn more about the surprising musical artists who are cashing out their musical catalogs in order to liquidate.
Randy A Fox, CFP®, AEP®
- Dec 9, 2020
Featured Article on WealthManagement.com: Why I Committed to Raising $10 Billion for Charity
Randy Fox talks to WeallthManagement.com about why he has chosen to pursue a significant goal of raising $10 Billion worth of charitable...
Randy A Fox, CFP®, AEP®
- Oct 19, 2020
Today We Launch Our Movement: TEN Billion for Charity
It's been a concept in the making for many months, and I'm excited to unveil my latest driver, TEN Billion for Charity.
Randy A Fox, CFP®, AEP®
- Oct 19, 2020
Featured Article on WealthManagement.com: Overcoming the Collaboration Challenge
Randy Fox talks to WeallthManagement.com about Why is working together so difficult for many advisors?
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